AVGO vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
NVDA |
| Current Price |
$354.99 |
$225.07 |
| Fair Value Estimate |
$408.70 |
$326.35 |
| Upside to Fair Value |
+15.1%
|
+45.0%
|
| Market Cap |
$1,688.9B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
23.4x
|
| Price / Sales |
18.9x
|
18.0x
|
| Price / FCF |
42.9x
|
42.9x
|
| Revenue Growth YoY |
+85.5%
|
+105.9%
|
| Gross Margin |
67.7%
|
74.7%
|
| Operating Margin |
48.3%
|
65.2%
|
| Return on Equity |
43.9%
|
110.1%
|
| Dividend Yield |
0.73% |
0.23% |
| FCF Yield |
2.33%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
AVGO |
NVDA |
| Zone Low |
$306.52 |
$244.76 |
| Zone High |
$347.39 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|